Clients trust Steve with the facts of their financial situations, enabling him to create thoughtful estate plans that reflect the spirit of clients’ wishes as well as the letter of the law.
Steve knows the intricacies of estate planning, trust and estate administration and succession planning for privately held businesses and the families who own them. He works closely with clients to develop legal documents that satisfy their personal and financial goals, anticipate unforeseen circumstances and avoid negativity.
The plans Steve develops are always designed to maximize savings of income tax, gift tax, estate tax and generation-skipping transfer tax. He fine-tunes existing estate plans by developing wills, trusts and other agreements that suit the situation. Steve also has extensive experience with family limited partnerships, limited liability companies and sales to grantor trusts that preserve family wealth for future generations.